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Context Call: May 2026 (Video)

Understanding the Sanguine Strait Stoppage after more than 2 months with Hormuz closed and more than a billion barrels guaranteed already lost.

Thank you to all the subscribers who turned out live for our second Context Call and contributed so many good questions.

Like last time, we’re posting a recording of the call for oil watchers who weren’t able to make it live.

Paid subscribers can watch the full ~80-minute Context Call recording above.

Become a paid subscriber today to watch the full Context Call recording and join us in our hunt for ever-deeper oil market context

This post is for paid subscribers